Search icon

Black Point Wealth Management, Inc.

Company Details

Name: Black Point Wealth Management, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 20 May 2008 (17 years ago)
Identification Number: 000396645
ZIP code: 02842
County: Newport County
Purpose: FINANCIAL SERVICES AND ADVICE Title: 7-1.2-1701
Principal Address: Google Maps Logo 2 CORPORATE PLACE, MIDDLETOWN, RI, 02842, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name Role Address
JAMES H. HAHN, ESQ. Agent PARTRIDGE SNOW & HAHN LLP 40 WESTMINSTER STREET SUITE 1100, PROVIDENCE, RI, 02903, USA

PRESIDENT

Name Role Address
JONATHAN H. HARRIS PRESIDENT 2 CORPORATE PLACE MIDDLETOWN, RI 02842 USA

TREASURER

Name Role Address
JONATHAN H. HARRIS TREASURER 2 CORPORATE PLACE MIDDLETOWN, RI 02842 USA

SECRETARY

Name Role Address
JONATHAN H. HARRIS SECRETARY 2 CORPORATE PLACE MIDDLETOWN, RI 02842 USA

VICE PRESIDENT

Name Role Address
JONATHAN H. HARRIS VICE PRESIDENT 2 CORPORATE PLACE MIDDLETOWN, RI 02842 USA

DIRECTOR

Name Role Address
JONATHAN H. HARRIS DIRECTOR 2 CORPORATE PLACE MIDDLETOWN, RI 02842 USA

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0002032846
Phone:
239-306-6300

Latest Filings

Form type:
13F-HR
File number:
028-24286
Filing date:
2025-04-14
File:
Form type:
13F-HR
File number:
028-24286
Filing date:
2025-01-21
File:
Form type:
13F-HR
File number:
028-24286
Filing date:
2024-10-18
File:
Form type:
N-PX
File number:
028-24286
Filing date:
2024-08-26
File:
Form type:
13F-HR
File number:
028-24286
Filing date:
2024-08-09
File:

Filings

Number Name File Date
202451833110 Annual Report 2024-04-22
202335410990 Annual Report 2023-05-09
202212582750 Annual Report 2022-03-10
202193553080 Annual Report 2021-03-04
202034072660 Annual Report 2020-02-10

Date of last update: 29 May 2025

Sources: Rhode Island Department of State